Who We Serve

Our clients are frugal and if they're not working, they spend free time traveling, golfing, or pursuing other hobbies. Some are thinking about their legacy. You’ve made a pretty good living and you want your kids to know the value of a dollar. More importantly, you want them to know how to earn it. You've invested heavily in their education. Part of that education is not giving them money whenever they ask for it. You earned yours, they should too. But you'll make sure they have the tools to do so.

High Earner Young Professionals


Our younger clients earn a good living, but aren't sure where all their money is going. They haven't rebalanced their 401k since they opened it, And their not sure where they stand when it comes to their savings.  They want to know:

Should I be putting more in my 401k?

Am I investing right?

Can I afford that second home?

They want a plan that they can monitor year in and year out and know that they don't have to worry if they take that trip to Fiji next summer.  

Self Employed Business Owners & Professionals


Our self employed business owners and professionals come from all backgrounds including small manufacturing companies, jewelers, auto repair shops, to surgeons, IT professionals, professors, attorneys and pharmacists and VPs. No matter what they do, they want to know their hard work is going towards something, They want a second set of eyes on their finances. They're busy, family-orientated, and are concerned about

Who's going to handle the money for my spouse if I die?

How can I diversify assets outside the business?

What will happen when it’s time to exit the business?

Am I diversified?

Retired Snow Birds


Many clients to Florida for winter. They want to be warm and near a beach or golf course. They appreciate life and don’t want to spend time worrying about their money. That’s why we’ll often meet in the summer after a round at Eagle Eye golf course, near my office. They have the majority of their savings in a 401k and some in a taxable account or trust. They usually retire around age 60 and have questions like:

When should I take social security?

How can I lower my taxes?

Should I do a Roth Conversion?

What income can I expect in retirement

Should I pay off my mortgage?

What’s a good strategy for withdrawal?

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